DOSSIER · 13F-HR · Q3 2026

Downshift Financial, LLC

$232M in tracked AUM across 725 positions as of Q3 2026.

DF
CIK 0002118380 · last filed Sep 30, 2026
Total AUM
$232M
as of Q3 2026
Holdings
725
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Downshift Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$29M984K12.4%
02
SCHF
SCHWAB STRATEGIC TR
$21M779K9.2%
03
VTI
VANGUARD INDEX FDS
$20M53K8.6%
04
SCHR
SCHWAB STRATEGIC TR
$20M830K8.5%
05
SCHX
SCHWAB STRATEGIC TR
$13M435K5.6%
06
VV
VANGUARD INDEX FDS
$11M31K4.7%
07
VXUS
VANGUARD STAR FDS
$10M123K4.5%
08
NVDA
NVIDIA CORPORATION
$8M35K3.5%
09
SPYM
SPDR SERIES TRUST
$6M66K2.6%
10
VGIT
VANGUARD SCOTTSDALE FDS
$6M102K2.5%

Filing history

2026Q3Sep 30
$232M▲ 4.2%
725 positionsView →
2026Q2Jun 30
$223M▲ 15.3%
668 positionsView →
2026Q1Mar 31
$193M▲ 19.1%
77 positionsView →
2025Q4Dec 31
$162M—
68 positionsView →